Sponsored

The Analysis of Tower Wealth Partners, Inc.'s Holdings & P&L

Currently, Tower Wealth Partners, Inc. holds 87 types of securities in its portfolio with a total value $180.9M. In the most recent quarter, they have increased their positions in PVAL (+108.8K shares, valued at $5.0M), JAAA (+7.4K shares, valued at $372.0K), N/A (+3.9K shares, valued at $338.8K); decreased their positions in VSMV (-95.3K shares, valued at $5.4M), AMZN (-1.7K shares, valued at $363.8K), N/A (-2.3K shares, valued at $275.6K); initiated new positions in N/A (+3.9K shares, valued at $338.8K), LLY (+356 shares, valued at $327.4K), FTI (+4.3K shares, valued at $298.8K).

1M P&L

+5.2M+2.87%

3M P&L

+6.5M+3.63%

HY P&L

+15.9M+9.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A143.1M

82.0%

2Oil & Gas Integrated3.3M

1.9%

3Consumer Electronics2.9M

1.7%

Top Industries by Stock Count

1N/A21 stocks

26.9%

2Drug Manufacturers - General5 stocks

6.4%

3Credit Services3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RECS COLUMBIA ETF TR I506.1K shares1.45%2026-03-312026-05-08

SPYG SPDR SERIES TRUST198.3K shares0.51%2026-03-312026-05-08

VSMV VICTORY PORTFOLIOS II322.3K shares-22.82%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR341.7K shares2.21%2026-03-312026-05-08

IJH ISHARES TR190.2K shares-0.43%2026-03-312026-05-08

BUFR FIRST TR EXCHNG TRADED FD VI359.5K shares1.50%2026-03-312026-05-08

DIVO AMPLIFY ETF TR249.6K shares1.37%2026-03-312026-05-08

PVAL PUTNAM ETF TRUST175.8K shares162.50%2026-03-312026-05-08

Sponsored

EDIV SPDR INDEX SHS FDS169.2K shares1.68%2026-03-312026-05-08

FBND FIDELITY MERRIMACK STR TR80.9K shares0.96%2026-03-312026-05-08

VTI VANGUARD INDEX FDS9.8K shares0.61%2026-03-312026-05-08

AAPL APPLE INC11.4K shares1.36%2026-03-312026-05-08

XOM EXXON MOBIL CORP14.6K shares-1.14%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR4.2K shares0.97%2026-03-312026-05-08

OUNZ VANECK MERK GOLD ETF48.5K shares-0.74%2026-03-312026-05-08

SHY ISHARES TR21.9K shares0.12%2026-03-312026-05-08

Sponsored

AVUV AMERICAN CENTY ETF TR14.9K shares-0.57%2026-03-312026-05-08

REGL PROSHARES TR16.7K shares0.25%2026-03-312026-05-08

MSFT MICROSOFT CORP3.7K shares25.27%2026-03-312026-05-08

PPL PPL CORP34.8K shares-2.47%2026-03-312026-05-08

IDMO INVESCO EXCH TRADED FD TR II24.1K shares0.55%2026-03-312026-05-08

PG PROCTER & GAMBLE CO9.0K shares-7.08%2026-03-312026-05-08

HD HOME DEPOT INC3.7K shares2.69%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.5K shares24.89%2026-03-312026-05-08

Sponsored

CVX CHEVRON CORPORATION3.9K shares19.01%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares0.06%2026-03-312026-05-08

AMZN AMAZON COM INC3.8K shares-31.68%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON3.0K shares-1.36%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares9.07%2026-03-312026-05-08

MCD MCDONALDS CORP2.3K shares2.06%2026-03-312026-05-08

T AT&T INC23.5K shares2.56%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC775 shares-0.51%2026-03-312026-05-08

Sponsored

V VISA INC2.0K shares-10.46%2026-03-312026-05-08

CME CME GROUP INC2.0K shares5.17%2026-03-312026-05-08

APH AMPHENOL CORP4.6K shares8.24%2026-03-312026-05-08

RTX RTX CORPORATION2.9K shares-1.99%2026-03-312026-05-08

TJX TJX COS INC NEW3.4K shares-2.62%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC4.5K shares-33.62%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-10.76%2026-03-312026-05-08

GLW CORNING INC3.9K shares0.97%2026-03-312026-05-08

Sponsored

JPM JPMORGAN CHASE & CO1.8K shares0.00%2026-03-312026-05-08

OKE ONEOK INC NEW5.7K shares3.18%2026-03-312026-05-08

BROADCOM INC BROADCOM INC1.7K shares1.91%2026-03-312026-05-08

TY TRI CONTL CORP15.6K shares0.91%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO1.6K shares-32.64%2026-03-312026-05-08

NLR VANECK ETF TRUST3.6K shares0.53%2026-03-312026-05-08

FLEX FLEXTRONICS INTL LTD7.2K shares1.51%2026-03-312026-05-08

IYR ISHARES TR5.0K shares0.65%2026-03-312026-05-08

Sponsored

XSVN BONDBLOXX ETF TRUST9.8K shares0.68%2026-03-312026-05-08

CAT CATERPILLAR INC659 shares-21.55%2026-03-312026-05-08

AMGN AMGEN INC1.3K shares13.07%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC8.4K shares-2.42%2026-03-312026-05-08

NVDA NVIDIA CORPORATION2.4K shares-7.57%2026-03-312026-05-08

WMB WILLIAMS COS INC5.8K shares7.42%2026-03-312026-05-08

WMT WALMART INC3.2K shares9.66%2026-03-312026-05-08

RSG REPUBLIC SVCS INC1.7K shares-0.06%2026-03-312026-05-08

Sponsored

ABBV ABBVIE INC1.6K shares0.06%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC3.9K sharesnew addition2026-03-312026-05-08

NVS NOVARTIS AG2.2K shares8.52%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION331 shares0.00%2026-03-312026-05-08

LLY ELI LILLY & CO356 sharesnew addition2026-03-312026-05-08

BIL SPDR SERIES TRUST3.4K shares-29.93%2026-03-312026-05-08

HSBC HSBC HLDGS PLC3.7K shares-0.05%2026-03-312026-05-08

FTI TECHNIPFMC PLC4.3K sharesnew addition2026-03-312026-05-08

Sponsored

EME EMCOR GROUP INC399 shares-0.50%2026-03-312026-05-08

RL RALPH LAUREN CORP855 shares-0.12%2026-03-312026-05-08

CAH CARDINAL HEALTH INC1.4K shares-0.43%2026-03-312026-05-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.5K shares5.08%2026-03-312026-05-08

TOTALENERGIES SE TOTALENERGIES SE3.1K sharesnew addition2026-03-312026-05-08

PNC PNC FINL SVCS GROUP INC1.4K shares-0.07%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC1.9K shares3.01%2026-03-312026-05-08

KO COCA COLA CO3.6K shares2.62%2026-03-312026-05-08

Sponsored

ASML ASML HLDG NV197 shares-1.99%2026-03-312026-05-08

AEM AGNICO EAGLE MINES LTD1.2K sharesnew addition2026-03-312026-05-08

RY ROYAL BK CDA1.5K shares0.06%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares-4.26%2026-03-312026-05-08

NEE NEXTERA ENERGY INC2.7K shares0.07%2026-03-312026-05-08

STRL STERLING INFRASTRUCTURE INC592 sharesnew addition2026-03-312026-05-08

USFD US FOODS HLDG CORP2.6K sharesnew addition2026-03-312026-05-08

MA MASTERCARD INCORPORATED476 shares-4.99%2026-03-312026-05-08

Sponsored

AA ALCOA CORP3.4K sharesnew addition2026-03-312026-05-08

FDX FEDEX CORP614 sharesnew addition2026-03-312026-05-08

WTRG ESSENTIAL UTILS INC5.3K shares0.00%2026-03-312026-05-08

STT STATE STR CORP1.6K sharesnew addition2026-03-312026-05-08

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-05-08

APD AIR PRODUCTS AND CHEMICALS I692 sharesnew addition2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP728 shares1.39%2026-03-312026-05-08

RECS

COLUMBIA ETF TR I

1.45%

Shares506.1K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

0.51%

Shares198.3K

Event2026-03-31

Filed2026-05-08

VSMV

VICTORY PORTFOLIOS II

-22.82%

Shares322.3K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS DETROIT STR TR

2.21%

Shares341.7K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

-0.43%

Shares190.2K

Event2026-03-31

Filed2026-05-08

BUFR

FIRST TR EXCHNG TRADED FD VI

1.50%

Shares359.5K

Event2026-03-31

Filed2026-05-08

DIVO

AMPLIFY ETF TR

1.37%

Shares249.6K

Event2026-03-31

Filed2026-05-08

PVAL

PUTNAM ETF TRUST

162.50%

Shares175.8K

Event2026-03-31

Filed2026-05-08

EDIV

SPDR INDEX SHS FDS

1.68%

Shares169.2K

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY MERRIMACK STR TR

0.96%

Shares80.9K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

0.61%

Shares9.8K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

1.36%

Shares11.4K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-1.14%

Shares14.6K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

0.97%

Shares4.2K

Event2026-03-31

Filed2026-05-08

OUNZ

VANECK MERK GOLD ETF

-0.74%

Shares48.5K

Event2026-03-31

Filed2026-05-08

SHY

ISHARES TR

0.12%

Shares21.9K

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR

-0.57%

Shares14.9K

Event2026-03-31

Filed2026-05-08

REGL

PROSHARES TR

0.25%

Shares16.7K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

25.27%

Shares3.7K

Event2026-03-31

Filed2026-05-08

PPL

PPL CORP

-2.47%

Shares34.8K

Event2026-03-31

Filed2026-05-08

IDMO

INVESCO EXCH TRADED FD TR II

0.55%

Shares24.1K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

-7.08%

Shares9.0K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

2.69%

Shares3.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

24.89%

Shares3.5K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

19.01%

Shares3.9K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-31.68%

Shares3.8K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-1.36%

Shares3.0K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.07%

Shares2.2K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

2.06%

Shares2.3K

Event2026-03-31

Filed2026-05-08

AT&T INC

2.56%

Shares23.5K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

-0.51%

Shares775

Event2026-03-31

Filed2026-05-08

VISA INC

-10.46%

Shares2.0K

Event2026-03-31

Filed2026-05-08

CME

CME GROUP INC

5.17%

Shares2.0K

Event2026-03-31

Filed2026-05-08

APH

AMPHENOL CORP

8.24%

Shares4.6K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

-1.99%

Shares2.9K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

-2.62%

Shares3.4K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-33.62%

Shares4.5K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

-10.76%

Shares2.2K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

0.97%

Shares3.9K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW

3.18%

Shares5.7K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

1.91%

Shares1.7K

Event2026-03-31

Filed2026-05-08

TRI CONTL CORP

0.91%

Shares15.6K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

-32.64%

Shares1.6K

Event2026-03-31

Filed2026-05-08

NLR

VANECK ETF TRUST

0.53%

Shares3.6K

Event2026-03-31

Filed2026-05-08

FLEX

FLEXTRONICS INTL LTD

1.51%

Shares7.2K

Event2026-03-31

Filed2026-05-08

IYR

ISHARES TR

0.65%

Shares5.0K

Event2026-03-31

Filed2026-05-08

XSVN

BONDBLOXX ETF TRUST

0.68%

Shares9.8K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

-21.55%

Shares659

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

13.07%

Shares1.3K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

-2.42%

Shares8.4K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-7.57%

Shares2.4K

Event2026-03-31

Filed2026-05-08

WMB

WILLIAMS COS INC

7.42%

Shares5.8K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

9.66%

Shares3.2K

Event2026-03-31

Filed2026-05-08

RSG

REPUBLIC SVCS INC

-0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

0.06%

Shares1.6K

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC

New

Shares3.9K

Event2026-03-31

Filed2026-05-08

NVS

NOVARTIS AG

8.52%

Shares2.2K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares331

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

New

Shares356

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

-29.93%

Shares3.4K

Event2026-03-31

Filed2026-05-08

HSBC

HSBC HLDGS PLC

-0.05%

Shares3.7K

Event2026-03-31

Filed2026-05-08

FTI

TECHNIPFMC PLC

New

Shares4.3K

Event2026-03-31

Filed2026-05-08

EME

EMCOR GROUP INC

-0.50%

Shares399

Event2026-03-31

Filed2026-05-08

RALPH LAUREN CORP

-0.12%

Shares855

Event2026-03-31

Filed2026-05-08

CAH

CARDINAL HEALTH INC

-0.43%

Shares1.4K

Event2026-03-31

Filed2026-05-08

WEC ENERGY GROUP INC

5.08%

Shares2.5K

Event2026-03-31

Filed2026-05-08

TOTALENERGIES SE

New

Shares3.1K

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC

-0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

3.01%

Shares1.9K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

2.62%

Shares3.6K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

-1.99%

Shares197

Event2026-03-31

Filed2026-05-08

AEM

AGNICO EAGLE MINES LTD

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

ROYAL BK CDA

0.06%

Shares1.5K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW

-4.26%

Shares1.9K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

0.07%

Shares2.7K

Event2026-03-31

Filed2026-05-08

STRL

STERLING INFRASTRUCTURE INC

New

Shares592

Event2026-03-31

Filed2026-05-08

USFD

US FOODS HLDG CORP

New

Shares2.6K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-4.99%

Shares476

Event2026-03-31

Filed2026-05-08

ALCOA CORP

New

Shares3.4K

Event2026-03-31

Filed2026-05-08

FDX

FEDEX CORP

New

Shares614

Event2026-03-31

Filed2026-05-08

WTRG

ESSENTIAL UTILS INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-08

STT

STATE STR CORP

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares692

Event2026-03-31

Filed2026-05-08

RCL

ROYAL CARIBBEAN GROUP

1.39%

Shares728

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available